FOUNDER'S APPLICATIONS CLOSED:

Next Class Begins Q2 2024

WARNING: LIMITED SPOTS AVAILABLE! CLASS WILL FILL UP FAST!

Inquire about the Q2 Class by booking a call below.

APPLY NOW
 
APPLY NOW

Membership Tiers

We provide options for everyone no matter where you are on your journey to Financial Advocacy.

Keep in mind, the special pricing below is ONLY available through the end of 2023.

And, if you apply now, we'll GUARANTEE to lock-in your membership rate for at least 5 YEARS, as long as you stay a member.

Pricing will increase on January 1st, 2024.

Mindset

$97/month or $497/year

Benefits include...

  • A community of like minded attorneys dedicated to personal growth and collaboration ($2,500 value)
  • Cross-referral opportunities for legal services through the network ($5,000 value)
  • Monthly Print Newsletter with referral letter template to grow your business ($2,500 value)
  •  On demand training sessions on core principals of financial advocacy ($1,788 value)
  • As needed access to vetted solution providers to implement for clients ($5,000 value)
  • Membership recognition and promotion package ($2,500 value)
  • Licensed marketing materials to inform and educate ($5,000 value)
  • Invitation only trainings with industry experts to build your understanding of core planning principals ($997 value)

TOTAL ANNUAL VALUE: $25,285

WE CHARGE ONLY: $497

PRICE WILL INCREASE TO $897 STARTING JAN 1, 2024

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Skillset

$297/month or $1497/year

All the benefits of Mindset Membership, plus...

  • Licensed access to turnkey solutions ($7, 200 value)
  • Licensed access to turnkey marketing programs ($25,000 value)
  • Lead generation programs ($5,000 value)
  • Qualification for AdvocateAccess Legal fee compensation program ($2,000 value)
  • Qualification for AdvocateAware Marketing fund program ($25,000 value)
  • Sixty-minute one-on-one on-boarding and coaching sessions ($3,000-$24,000 value)
  • Monthly Open office coaching and training sessions ($25,000 value)

 

 

 

TOTAL ANNUAL VALUE: $101,485

WE CHARGE ONLY: $1497

PRICE WILL INCREASE TO $2997 STARTING JAN 1, 2024

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Toolset

$697/month or $3497/year

All the benefits of Mindset and Skillset Membership, plus...

  • Guidance and direction for licensing and registration ($20,000 value)
  • Complete back-office solution ($10,000 value)
  • Access to insurance providers and asset managers ($10,000 value)

TOTAL ANNUAL VALUE: $190,485

WE CHARGE ONLY: $3497

PRICE WILL INCREASE TO $6497 STARTING JAN 1, 2024

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Leadership

$997/month or $4997/year

All the benefits of Mindset, Skillset and Toolset Membership, plus...

  • Software solutions (Tech Stack) to implement (varied value)
  • Enhanced sales and financial planning training ($12,000 value)
  • Regional Exclusivity and Control Program (incalculable value)

TOTAL ANNUAL VALUE: $200,000+

WE CHARGE ONLY: $4997

PRICE WILL INCREASE TO $8997 STARTING JAN 1, 2024

SIGN UP
Download FULL Explanation of Benefits Here

Individual Courses

Not ready to commit to a membership yet? No problem! Our individual courses are perfect for attorneys wanting to learn more and for those wanting to assess if Financial Advocacy is right for them.

The 6 Pillars of Financial Advocacy Course

In six modules, Greg DuPont will teach you how to become a hero to your clients, improve your quality of life, and transform your financial future without working extra hours GUARANTEED! Each one of the six pillars we'll talk about has the potential to add six figures, or more, to your practice.

$149.00 USD

Secure Their Future: Unlocking the Power of Asset-Based Long-Term Care

In this course, learn how to help your clients prepare for the high cost of healthcare, protect their lifesavings, and make more income for yourself in the process.

$149.00 USD

Unmasking the Hidden Dangers in Your Clients' Life Insurance

Enroll in our insightful class and gain a clear understanding of your clients' life insurance policies. Led by industry experts, this course delves deep into the fine print to reveal potential pitfalls that may be lurking in their coverage. Learn how to safeguard their financial futures and make informed decisions about their life insurance. Don't wait until it's too late – join us and help your clients take control of their financial security today!

$149.00 USD

COURSE - Fundamental Marketing Strategies for Attorneys

'Work smarter not harder' with these fundamental marketing strategies. Uncover the three essential pieces of a marketing formula, how to effectively nurture current leads so you DON'T have to go looking for new ones, and master our Smart Seminar Framework so you only attract clients you WANT to work with.

$149.00 USD

Understanding Indexes: The Modern Engine Behind Investing

 In this training, uncover what makes indexes tick and how to use them as a volatility buffer for your clients.

$149.00 USD

New Courses Released Monthly!

Topics to come: Investing, Debt Elimination, Tax Reduction, and More!

Not Ready to Commit?

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Our Mission

Our mission is to cultivate a vibrant community of legal professionals who share a deep commitment to personal growth, professional excellence, and collaborative synergy in the provision of financial solutions to their clients. We aspire to provide a supportive and ethical environment where attorneys from diverse backgrounds and practice areas come together to:

  1. Foster Personal Growth

  2. Champion Collaboration

  3. Promote Mentorship and Support

  4. Advance Continuing Education

  5. Nurture Networking Opportunities

  6. Maintain Ethical Standards

  7. Engage in Community Service

Our community thrives through both online and in-person interactions, fostering a sense of belonging and collaboration in an ever-evolving legal landscape. Together, we are committed to the shared values that drive our mission, and we aim to be a beacon of excellence and collaboration within the legal profession.

CONTACT US

 

Email: [email protected]

Phone: 614-432-8065